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Terri Kallsen is a managing partner at Rise Growth Partners, a financial partner for middle-market RIAs, and was elected the 2025 CFP Board chair-elect.

Formerly, she was the COO of Wealth Enhancement Group leading advisor teams, platform/digital strategy and high net worth and trust services. Prior to WEG, she was executive vice president of Investor Services at Charles Schwab, leading 7,000 employees and $1.6 trillion in AUM. Her tenure at Charles Schwab was highlighted by multiple J.D. Power awards for client satisfaction.

Gross profit returns fell in a range that could easily be erased on renovation, mortgage and tax charges, Attom said.

PHH Mortgage announced it will be using the San Francisco-based technology company's Mortgage Suite, including Loan Officer Toolkit and Blend Close.

The Federal Housing Administration is giving mortgage companies it works with a break when it comes to certain early-payment defaults in official disaster areas.

From mail theft to video games, a variety of trends shaped scams and fraud in 2024 — and made the schemes more expensive for everyone.

The post-pandemic increase in consumers falling behind on their credit card bills seems to be tapering off. "For 2025, we're seeing a lot of stability in delinquencies," an industry researcher said.

Businesses across several industries have already started budgeting for expected price increases

The Arkansas Republican pledges to reduce excessive regulation and align financial policies with GOP goals.

Using homeowner data available on ICE's servicing platform, the integration can prompt users to use a self-guided appraisal valuation tool.

The distressed loan sales strategy has been in test mode since 2002. A rise in owner-occupant transactions may have made it more compelling.